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Steps:

Table of Contents

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1. Set up Company Profile

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2. Input Physical Trades Data

The New Physical Trade function allows users from different departments/teams to access the designated pages to input their data, ensuring a consistent operational workflow and clear delegation of responsibilities for different teams.

Alternatively, you may choose to use the old methods to input your data:

1. Manually input physical trades, please access:

Input Physical Trades Manually

2. Bulk upload physical trades, please access:

Physical Trades 101 - Bulk Upload

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